Focus Partners Wealth
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1542153
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$97.6B
Holdings
2,759
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Focus Partners Wealth disclosed 2,759 positions worth $97.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 3.0% of the equity portfolio, followed by $NVDA. During the quarter the fund opened 328 new positions and exited 236 and a full exit from $QXO. The portfolio is most concentrated in Other (52.1% of disclosed assets). All figures are sourced directly from Focus Partners Wealth’s Form 13F-HR filing with the SEC under CIK 1542153.
AI Fund Analysis
Stable
$AAPL3.0% weight
Held 10 quarters
$NVDA2.5% weight
Held 10 quarters
SELECT SECTOR SPDR TR - ST
2.5% weight
Held 10 quarters
$MSFT1.9% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - US
1.9% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - IN
7 quarters accumulating
ISHARES TR - U.S. TECH ETF
7 quarters accumulating
$JBHT7 quarters accumulating
ISHARES TR - CRE U S REIT
7 quarters accumulating
$HST7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$2.9B10,016,436 sh - 85.9#5
Quality
$2.5B12,427,184 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$2.4B12,703,573 sh- 79.8
Quality
$1.9B5,084,517 sh DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$1.9B42,128,827 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$1.8B2,688,933 shISHARES TR - CORE S&P500 ETF
—Quality
$1.8B2,413,265 sh- —
Quality
$1.6B2,355,908 sh - 68.7
Quality
$1.6B6,842,819 sh - 78.2
Quality
$1.5B4,130,802 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $2.9B | 10,016,436 |
| NVIDIA CORP$NVDA | 85.9#5 | $2.5B | 12,427,184 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.4B | 12,703,573 |
| MICROSOFT CORP$MSFT | 79.8 | $1.9B | 5,084,517 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.9B | 42,128,827 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.8B | 2,688,933 |
| ISHARES TR - CORE S&P500 ETF | — | $1.8B | 2,413,265 |
 SPDR S&P 500 ETF TRUST$SPY | — | $1.6B | 2,355,908 |
 AMAZON COM INC$AMZN | 68.7 | $1.6B | 6,842,819 |
 Alphabet Inc.$GOOG | 78.2 | $1.5B | 4,130,802 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Focus Partners Wealth's 2,759 positions.
Showing top 10 of 2,759 holdings.
Sector Allocation
Other
$50.9B
Technology
$19.7B
Financials
$8.5B
Industrials
$4.9B
Consumer Discretionary
$4.5B
Healthcare
$3.0B
Energy
$1.6B
Consumer Staples
$1.5B
Top Holdings — Focus Partners Wealth (Q2 2026)
Top 150 of 2,759 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $2.9B | 3.0% | -0% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $2.5B | 2.5% | +3% | 85.9 |
| 3 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.4B | 2.5% | -2% | — |
| 4 | $MSFT | MICROSOFT CORP | $1.9B | 1.9% | -4% | 79.8 |
| 5 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.9B | 1.9% | -1% | — |
| 6 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.8B | 1.9% | +1% | — |
| 7 | — | ISHARES TR - CORE S&P500 ETF | $1.8B | 1.9% | +10% | — |
| 8 | $SPY | SPDR S&P 500 ETF TRUST | $1.6B | 1.7% | -3% | — |
| 9 | $AMZN | AMAZON COM INC | $1.6B | 1.7% | -11% | 68.7 |
| 10 | $GOOG | Alphabet Inc. | $1.5B | 1.5% | -14% | 78.2 |
| 11 |  $GOOGL | Alphabet Inc. | $1.4B | 1.4% | -4% | 78.2 |
| 12 | — | ISHARES TR - CORE S&P TTL STK | $1.4B | 1.4% | +28% | — |
| 13 | — | VALUED ADVISERS TR - KOVITZ CORE EQT | $1.2B | 1.3% | -2% | — |
| 14 | — | EA SERIES TRUST - BRID OMN SMA ETF | $1.1B | 1.1% | -1% | — |
| 15 |  $AVGO | Broadcom Inc. | $1.0B | 1.0% | -17% | 84.5 |
| 16 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.0B | 1.0% | -1% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $953.8M | 1.0% | -6% | 70.7 |
| 18 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $929.0M | 0.9% | +27% | — |
| 19 | — | VANGUARD INDEX FDS - VALUE ETF | $928.8M | 0.9% | -0% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $895.7M | 0.9% | +5% | — |
| 21 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $893.6M | 0.9% | +9% | — |
| 22 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $873.2M | 0.9% | -5% | — |
| 23 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $849.2M | 0.9% | +44% | — |
| 24 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $818.8M | 0.8% | -2% | — |
| 25 |  $AMD | ADVANCED MICRO DEVICES INC | $789.8M | 0.8% | -49% | 79.8 |
| 26 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $782.1M | 0.8% | -3% | — |
| 27 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $773.8M | 0.8% | +1% | — |
| 28 | — | ISHARES TR - RUS 1000 ETF | $761.4M | 0.8% | -4% | — |
| 29 |  $LRCX | LAM RESEARCH CORP | $711.8M | 0.7% | -35% | 79.4 |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $679.3M | 0.7% | +2% | 73.8 |
| 31 | — | ISHARES TR - CORE MSCI TOTAL | $666.2M | 0.7% | -0% | — |
| 32 | — | ISHARES TR - RUS 1000 GRW ETF | $653.0M | 0.7% | +292% | — |
| 33 |  $META | Meta Platforms, Inc. | $631.9M | 0.7% | -6% | 79.6 |
| 34 | — | VANGUARD WORLD FD - INF TECH ETF | $606.0M | 0.6% | +685% | — |
| 35 |  $V | VISA INC. | $593.8M | 0.6% | -11% | 82.9 |
| 36 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | $585.0M | 0.6% | +10% | — |
| 37 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | $538.3M | 0.6% | -4% | — |
| 38 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $524.3M | 0.5% | +17% | — |
| 39 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $496.0M | 0.5% | +10% | — |
| 40 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $478.6M | 0.5% | -2% | — |
| 41 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $478.3M | 0.5% | +1% | — |
| 42 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $452.7M | 0.5% | +22% | — |
| 43 |  $MU | MICRON TECHNOLOGY INC | $442.7M | 0.5% | -19% | 86.2 |
| 44 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $431.4M | 0.4% | -25% | 65.1 |
| 45 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $421.1M | 0.4% | -19% | — |
| 46 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $402.3M | 0.4% | +10% | — |
| 47 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $389.3M | 0.4% | +1% | — |
| 48 |  $WMT | Walmart Inc. | $388.6M | 0.4% | +1% | 60.2 |
| 49 |  $KLAC | KLA CORP | $386.5M | 0.4% | +899% | 78.6 |
| 50 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $386.1M | 0.4% | +530% | — |
| 51 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $382.9M | 0.4% | -0% | — |
| 52 |  $JNJ | JOHNSON & JOHNSON | $378.0M | 0.4% | -7% | 69 |
| 53 | — | VANGUARD INDEX FDS - GROWTH ETF | $365.6M | 0.4% | +486% | — |
| 54 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $354.5M | 0.4% | +0% | — |
| 55 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $346.4M | 0.3% | +18% | — |
| 56 | — | ISHARES TR - RUS 1000 VAL ETF | $343.4M | 0.3% | +0% | — |
| 57 |  $IVZ | Invesco Ltd. | $337.0M | 0.3% | -2% | — |
| 58 |  $PG | PROCTER & GAMBLE Co | $336.0M | 0.3% | +2% | 64.6 |
| 59 |  $COST | COSTCO WHOLESALE CORP /NEW | $334.4M | 0.3% | +0% | 66.2 |
| 60 | — | ISHARES TR - CORE MSCI INTL | $331.3M | 0.3% | +6% | — |
| 61 | — | ISHARES TR - MSCI USA QLT FCT | $324.1M | 0.3% | -38% | — |
| 62 |  $MA | Mastercard Inc | $322.7M | 0.3% | -6% | 85.1 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $321.3M | 0.3% | -14% | 70.3 |
| 64 |  $LLY | ELI LILLY & Co | $311.9M | 0.3% | +10% | 87.5 |
| 65 |  $CAT | CATERPILLAR INC | $303.6M | 0.3% | -16% | 66.5 |
| 66 |  $KEYS | Keysight Technologies, Inc. | $299.7M | 0.3% | -38% | 71.4 |
| 67 |  $AMAT | APPLIED MATERIALS INC /DE | $298.7M | 0.3% | -14% | 72.3 |
| 68 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $298.0M | 0.3% | -1% | — |
| 69 |  $TSLA | Tesla, Inc. | $295.9M | 0.3% | +7% | 53.9 |
| 70 |  $ICE | Intercontinental Exchange, Inc. | $292.0M | 0.3% | -18% | 73.7 |
| 71 |  $PM | Philip Morris International Inc. | $287.5M | 0.3% | -4% | 75.9 |
| 72 |  $CVX | CHEVRON CORP | $286.8M | 0.3% | -2% | 62.8 |
| 73 | — | ISHARES TR - CORE MSCI EAFE | $277.2M | 0.3% | -1% | — |
| 74 | — | ISHARES TR - S&P 500 VAL ETF | $273.7M | 0.3% | -2% | — |
| 75 | — | ISHARES INC - CORE MSCI EMKT | $273.1M | 0.3% | +8% | — |
| 76 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $269.8M | 0.3% | -5% | — |
| 77 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $268.1M | 0.3% | +16% | — |
| 78 | — | ISHARES TR - S&P 500 GRWT ETF | $267.9M | 0.3% | +2% | — |
| 79 |  $GS | GOLDMAN SACHS GROUP INC | $260.1M | 0.3% | -1% | 73.5 |
| 80 |  $PEP | PEPSICO INC | $259.4M | 0.3% | -31% | 63.4 |
| 81 | — | ISHARES TR - CORE S&P SCP ETF | $257.1M | 0.3% | -0% | — |
| 82 |  $WT | WisdomTree, Inc. | $251.7M | 0.3% | +1% | 59.9 |
| 83 | — | AMERICAN CENTY ETF TR - US EQT ETF | $250.3M | 0.3% | -0% | — |
| 84 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $249.4M | 0.3% | +9% | — |
| 85 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $245.0M | 0.3% | +20% | — |
| 86 | — | ISHARES TR - 0-3 MTH TREASURY | $238.9M | 0.2% | -5% | — |
| 87 |  $LOW | LOWES COMPANIES INC | $238.3M | 0.2% | -28% | 60.8 |
| 88 |  $SPGI | S&P Global Inc. | $237.5M | 0.2% | +102% | 76.1 |
| 89 |  $AON | Aon plc | $234.5M | 0.2% | +12% | — |
| 90 |  $ABBV | AbbVie Inc. | $233.9M | 0.2% | +4% | 72.6 |
| 91 |  $GLW | CORNING INC /NY | $233.3M | 0.2% | +5% | 73.7 |
| 92 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $231.3M | 0.2% | -44% | — |
| 93 |  $SCHW | SCHWAB CHARLES CORP | $230.5M | 0.2% | +11% | 79.4 |
| 94 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $226.8M | 0.2% | +1% | — |
| 95 |  $QCOM | QUALCOMM INC/DE | $226.8M | 0.2% | -1% | 70.5 |
| 96 |  $PANW | Palo Alto Networks Inc | $221.9M | 0.2% | +3% | 65.5 |
| 97 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $219.9M | 0.2% | -1% | — |
| 98 |  $HD | HOME DEPOT, INC. | $202.6M | 0.2% | -18% | 60.3 |
| 99 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $202.5M | 0.2% | +0% | — |
| 100 | — | ISHARES TR - INTL DEV SML CP | $201.6M | 0.2% | NEW | — |
| 101 |  $PH | Parker-Hannifin Corp | $200.7M | 0.2% | -48% | 65.8 |
| 102 |  $BX | Blackstone Inc. | $197.1M | 0.2% | -33% | 74.4 |
| 103 |  $APO | Apollo Global Management, Inc. | $194.7M | 0.2% | -49% | 52.1 |
| 104 | — | ISHARES TR - ISHS 1-5YR INVS | $192.1M | 0.2% | +20% | — |
| 105 |  $BAC | BANK OF AMERICA CORP /DE/ | $190.7M | 0.2% | -4% | 67.6 |
| 106 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $190.4M | 0.2% | +28% | — |
| 107 | — | ISHARES TR - CORE S&P MCP ETF | $189.3M | 0.2% | -1% | — |
| 108 | — | ISHARES TR - RUSSELL 3000 ETF | $187.7M | 0.2% | +22% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $185.7M | 0.2% | +2% | — |
| 110 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $182.9M | 0.2% | +1% | — |
| 111 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $182.4M | 0.2% | +4% | — |
| 112 |  $WAT | WATERS CORP /DE/ | $182.1M | 0.2% | +2% | 60.4 |
| 113 | — | GLOBAL X FDS - US INFR DEV ETF | $180.4M | 0.2% | +419% | — |
| 114 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $179.7M | 0.2% | -2% | — |
| 115 |  $BLK | BlackRock, Inc. | $178.4M | 0.2% | -0% | 70 |
| 116 |  $AJG | Arthur J. Gallagher & Co. | $177.1M | 0.2% | -44% | 71.2 |
| 117 |  $MRK | Merck & Co., Inc. | $176.8M | 0.2% | -4% | 59.9 |
| 118 |  $ASML | ASML HOLDING NV | $174.3M | 0.2% | -8% | — |
| 119 |  $MCD | MCDONALDS CORP | $172.9M | 0.2% | +1% | 69 |
| 120 |  $J | JACOBS SOLUTIONS INC. | $171.9M | 0.2% | -0% | 64.3 |
| 121 |  $XOM.R34088 | EXXON MOBIL CORP | $170.4M | 0.2% | -58% | 57.9 |
| 122 | $META | Meta Platforms, Inc. | $168.9M | 0.2% | +1% | 79.6 |
| 123 | — | ISHARES TR - MSCI EAFE ETF | $166.1M | 0.2% | +1% | — |
| 124 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $165.8M | 0.2% | +2% | — |
| 125 |  $ANET | Arista Networks, Inc. | $164.7M | 0.2% | -4% | 81.9 |
| 126 |  $STX | Seagate Technology Holdings plc | $163.3M | 0.2% | -32% | — |
| 127 |  $KMI | KINDER MORGAN, INC. | $163.2M | 0.2% | -1% | 71.3 |
| 128 |  $ABT | ABBOTT LABORATORIES | $159.2M | 0.2% | -30% | 65.5 |
| 129 | — | ISHARES TR - ULTRA SHORT DUR | $159.0M | 0.2% | +1235% | — |
| 130 |  $GLD | SPDR GOLD TRUST | $159.0M | 0.2% | -4% | — |
| 131 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $158.2M | 0.2% | -4% | — |
| 132 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $158.1M | 0.2% | -41% | 73.7 |
| 133 | — | ISHARES TR - S&P 100 ETF | $157.1M | 0.2% | -59% | — |
| 134 |  $CRM | Salesforce, Inc. | $156.3M | 0.2% | +5% | 77 |
| 135 |  $ADI | ANALOG DEVICES INC | $154.4M | 0.2% | -11% | 79.2 |
| 136 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $153.8M | 0.2% | +14% | 69.7 |
| 137 | — | ISHARES INC - MSCI STH KOR ETF | $152.8M | 0.2% | +4455% | — |
| 138 |  $CARR | CARRIER GLOBAL Corp | $152.6M | 0.2% | +7% | 56.6 |
| 139 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $151.3M | 0.2% | -49% | 67.5 |
| 140 |  $INTC | INTEL CORP | $150.6M | 0.1% | -4% | 45.6 |
| 141 | — | ISHARES TR - RUSSELL 2000 ETF | $150.0M | 0.1% | -15% | — |
| 142 |  $DUK | Duke Energy CORP | $146.2M | 0.1% | +1% | 56.4 |
| 143 | — | VANGUARD STAR FDS - VG TL INTL STK F | $145.4M | 0.1% | +5% | — |
| 144 |  $BDX | BECTON DICKINSON & CO | $144.4M | 0.1% | +1% | 59 |
| 145 | — | ISHARES TR - MSCI ACWI EX US | $144.2M | 0.1% | +5% | — |
| 146 |  $MSI | Motorola Solutions, Inc. | $142.2M | 0.1% | +2% | 71.8 |
| 147 |  $GE | GENERAL ELECTRIC CO | $139.3M | 0.1% | -3% | 73.8 |
| 148 |  $TJX | TJX COMPANIES INC /DE/ | $138.8M | 0.1% | -1% | 68.7 |
| 149 |  $DHR | DANAHER CORP /DE/ | $138.1M | 0.1% | -29% | 64.8 |
| 150 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $137.8M | 0.1% | -17% | — |
New Positions (328)
ISHARES TR - INTL DEV SML CP$201.6M
ISHARES TR - US TELECOM ETF$124.0M
$HONA Honeywell Aerospace Inc.$87.5M DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$24.7M
$ABVX Abivax S.A.$21.6M DOUBLELINE ETF TRUST - ASSE BA SECS ETF$12.9M
$FDXF FedEx Freight Holding Company, Inc.$12.0M
$NUTX Nutex Health Inc.$10.4M HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF$9.0M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$8.6M
$VCYT VERACYTE, INC.$8.0M PIMCO ETF TR - 0-5 HIGH YIELD$6.5M
BNY MELLON ETF TRUST - GLOBAL INFRASCTR$4.9M
$MDGL MADRIGAL PHARMACEUTICALS, INC.$4.6M NORTHEAST BK PORTLAND ME - COM$4.4M
Exited Positions (236)
$QXO QXO, Inc.
$AMCR Amcor plc
$LDOS Leidos Holdings, Inc.
$WU Western Union CO
$ZS Zscaler, Inc. NORTHERN FDS
SPDR SERIES TRUST
$HOLX HOLOGIC INC
$AUR Aurora Innovation, Inc. INNOVATOR ETFS TRUST
$CGBD Carlyle Secured Lending, Inc.
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$WIX Wix.com Ltd.
$CTRA Coterra Energy Inc.
$AOS SMITH A O CORPBrowse Top Institutional Investors
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